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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,335 | $316,187+36.1% | $269,529+59.7% | $461,066-6.7% |
| Participation rate | 100.0% | 86.6%+13.4pp | 82.8%+17.2pp | 87.7%+12.3pp |
| Annual return | 9.96% | -6.39%+16.4pp | -4.31%+14.3pp | 484.84%-474.9pp |
| Employer contribution / active EE | $46,250 | $10,349+346.9% | $8,701+431.5% | $9,163+404.7% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $3,521 | $16,501-78.7% | $15,286-77.0% | $28,147-87.5% |